Book Review: Protect Your Lifestyle by Meaghan Dowd
MainStreet Financial Planning
JULY 23, 2024
As a CFP® practitioner, I spend a few hours per month on continuing education. Recently, I got an invitation for a webinar titled “Incorporating Property & Casualty into The Holistic Financial Plan.” Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up!
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